CF Industries Holdings, Inc. (CF)
| Market Cap | 18.17B +31.8% |
| Revenue (ttm) | 7.74B +20.0% |
| Net Income | 2.10B +61.2% |
| EPS | 13.44 +76.6% |
| Shares Out | 151.34M |
| PE Ratio | 9.17 |
| Forward PE | 9.75 |
| Dividend | $2.40 (2.00%) |
| Ex-Dividend Date | Aug 14, 2026 |
| Volume | 1,317,495 |
| Open | 122.01 |
| Previous Close | 123.27 |
| Day's Range | 118.29 - 122.36 |
| 52-Week Range | 75.42 - 141.96 |
| Beta | 0.40 |
| Analysts | Hold |
| Price Target | 125.25 (+4.35%) |
| Earnings Date | Nov 4, 2026 |
About CF
CF Industries Holdings, Inc., together with its subsidiaries, engages in the production of ammonia in North America, Europe, and internationally. It operates through Ammonia, Granular Urea, UAN, AN, and Other segments. The company offers ammonia products; nitrogen products, such as granular urea, urea ammonium nitrate solution, and ammonium nitrate; diesel exhaust fluid, urea liquor, and nitric acid products. It serves cooperatives, retailers, independent fertilizer distributors, traders, wholesalers, and industrial users. The company was found... [Read more]
Financial Performance
In 2025, CF Industries Holdings's revenue was $7.08 billion, an increase of 19.34% compared to the previous year's $5.94 billion. Earnings were $1.46 billion, an increase of 19.46%.
Financial StatementsAnalyst Summary
According to 21 analysts, the average rating for CF stock is "Hold." The 12-month stock price target is $125.25, which is an increase of 4.35% from the latest price.
News
Trump Looks to Sideline Canadian Potash With Belarusian Supply Deal
President Trump is signaling a potential agreement to purchase lower-priced potash from Belarus, a move that could challenge Canadian exporters. In a Monday post on Truth Social, Trump said he is work...
Fertilizer Deal With Belarus Is In the Works, Says Trump. CF Industries and Nutrien Stocks Fall.
Nutrien, CF Industries, and other fertlizer stocks fall as President Donald Trump says the U.S. is working on a potash deal with Belarus.
CF Industries initiated with an Underweight at KeyBanc
KeyBanc initiated coverage of CF Industries (CF) with an Underweight rating and $115 price target The firm rolled out coverage on 19 chemical and agriculture companies, with nine Overweights, nine…
CF Industries initiated with an Underweight at KeyBanc
KeyBanc analyst Salvator Tiano initiated coverage of CF Industries (CF) with an Underweight rating and $115 price target
The Big 3: CF, LULU, UPS
Mounting macro pressures are what Jason Brown (@brownreport) sees hitting the stock market for the foreseeable future. That said, he points to trading opportunities in stocks he expects to weather thr...
CF Industries, JERA Co., and Mitsui & Co., Ltd., Break Ground on Blue Point One, the World's Largest Low-Carbon Ammonia Plant in Louisiana
MODESTE, La.--(BUSINESS WIRE)--Blue Point One, a joint venture between CF Industries Holdings, Inc. (NYSE: CF), the world's largest producer of ammonia; JERA Co., Inc. (JERA), Japan's largest energy c...
CF Industries downgraded to Hold from Buy at Freedom Broker
Freedom Broker downgraded CF Industries (CF) to Hold from Buy with a price target of $133, down from $147. First half adjusted EBITDA and EPS were “excellent,” but the driver…
CF Industries price target raised to $130 from $125 at Scotiabank
Scotiabank raised the firm’s price target on CF Industries (CF) to $130 from $125 and keeps an Outperform rating on the shares following Q2 results. The firm remains bullish on…
CF Industries price target raised to $123 from $115 at UBS
UBS raised the firm’s price target on CF Industries (CF) to $123 from $115 and keeps a Neutral rating on the shares.
CF Industries Holdings Earnings Call Transcript: Q2 2026
Adjusted EBITDA reached $2.2B in H1 2026, with strong operational performance and high asset utilization amid a tight global nitrogen market. Strategic projects like Blue Point and Yazoo City upgrades are advancing, and capital returns to shareholders remain robust.
CF Industries Holdings Slides: Q2 2026
CF Industries Holdings has posted slides in relation to its Q2 2026 quarterly earnings report, which was published on August 6, 2026.
CF Industries Holdings Quarterly report: Q2 2026
CF Industries Holdings has published its Q2 2026 quarterly earnings report on August 6, 2026.
CF Industries Holdings Earnings release: Q2 2026
CF Industries Holdings released its Q2 2026 earnings on August 6, 2026, summarizing the period's financial results.
CF Industries reports Q2 EPS $4.73, consensus $5.44
Reports Q2 revenue $2.22B, consensus $2.44B. “The CF Industries (CF) team operated safely and delivered excellent operational results despite rapidly changing customer dynamics,” said Chris Bohn, pres...
CF Industries Holdings, Inc. Reports First Half 2026 Net Earnings of $1.34 Billion, Adjusted EBITDA of $2.18 Billion
NORTHBROOK, Ill.--(BUSINESS WIRE)--CF Industries Holdings, Inc. (NYSE: CF), a leading global manufacturer of hydrogen and nitrogen products, today announced results for the first half and second quart...
The Iran war sent investors into fertilizer stocks — but here's the China risk everyone's missing
The fertilizer trade as it relates to the Iran war and the Strait of Hormuz is really three trades pointed in different directions.
CF Industries price target raised to $129 from $128 at CIBC
CIBC raised the firm’s price target on CF Industries (CF) to $129 from $128 and keeps a Neutral rating on the shares. Heading into Q2 earnings season, the firm has…
CF Industries Holdings, Inc. Announces 20% Increase in Quarterly Dividend
NORTHBROOK, Ill.--(BUSINESS WIRE)--CF Industries Holdings, Inc. (NYSE: CF) today reported that its board of directors has declared a $0.60 per share dividend on its common stock, a 20% increase compar...
CF Industries price target lowered to $115 from $135 at Morgan Stanley
Morgan Stanley analyst Vincent Andrews lowered the firm’s price target on CF Industries (CF) to $115 from $135 and keeps an Equal Weight rating on the shares. The firm updated…
CF Industries upgraded to Outperform from Sector Perform at Scotiabank
Scotiabank analyst Ben Isaacson upgraded CF Industries (CF) to Outperform from Sector Perform with a price target of $125, up from $120. The firm recommends investors Overweight the fertilizer names,…
Kither Biotech successfully completes Phase 1 clinical trial of KIT2014, a novel inhaled peptide therapy for respiratory diseases
First-in-human Phase 1 study in 56 healthy participants demonstrated KIT2014's safety and tolerability KIT2014 is being developed as an inhalation therapy for respiratory diseases including chronic ob...
Why Fertilizer Stocks Didn't Sell Off on Iran Peace Deal Announcement
CF Industries, Nutrien and Mosaic stocks were down on Monday following the news of a deal that would wind down the Iran war.
CF Industries price target raised to $115 from $94 at JPMorgan
JPMorgan analyst Jeffrey Zekauskas raised the firm’s price target on CF Industries (CF) to $115 from $94 and keeps a Neutral rating on the shares.
CF Industries upgraded to Buy from Hold at Freedom Broker
Freedom Broker upgraded CF Industries (CF) to Buy from Hold with a price target of $147, up from $97. The firm cites higher nitrogen prices and the company’s accelerating buyback…